In this class, I talk how to fairly basic platform business models (Shopee, Lazada) compete. As the capabiltiies and strategies are similar this is mostly about operational performance and management over time. You can listen here or at iTunes, Google Podcasts and Himalaya. This is part of Learning Goals: Level 6, with a focus […]
China’s cross-border ecommerce business doesn’t get a lot of attention. It seems peripheral to China ecommerce. There are a lot of logistics, taxes and customs requirements. There are tons of regulations. And it’s just not sexy. But it is also non-political. It doesn’t have any of the national security concerns of telecommunication (i.e., Huawei and […]
In this class, we go through 6 digital superpowers, which is a simple high-level checklist for when digital tools can significantly change the competitive dynamics of a business. You can listen here or at iTunes, Google Podcasts and Himalaya. Which of the 6 Digital Superpowers does the company have? If any. Dramatically transform the […]
In this class, I go through some of the basics of Grab, GoJek and Lazada. And the different approaches for capturing local services in SE Asia. You can listen here or at iTunes, Google Podcasts and Himalaya. Which are the most important 1-2 factors for the competition in SE Asia services? Consumer engagement and […]
In this class, I talk about Shopee (ecommerce) and Garena (online gaming) in SE Asia – and the complementary platform businesses Sea Limited is building. You can listen here or at iTunes, Google Podcasts and Himalaya. The previous articles and books I cite are: Platform Revolution (book) This is part of Learning Goals: Level […]
In this class, I talk about Lazada, the SE Asia ecommerce champion. And about how Asia is both at scale and increasingly interconnected. You can listen here or at iTunes, Google Podcasts and Himalaya. Podcast on the future of digital is located here. Why Digital Is Disrupting Business, Politics, Culture and Society (Jeff’s Asia […]